MAXIMIZE ROI THROUGH ONE-ON-ONE MEETINGS WITH THE COUNTRY'S TOP RIAS AT WEALTH INVESTMENT EXCHANGE.

"Six months of marketing in two days beats dozens of flights and hundreds of wasted hours in transit.” - Torray

Imagine an entirely new way to supercharge the time you spend at industry events - meeting with a hand-picked selection of the most successful RIAs in the country during one on one meetings that give you the perfect opportunity to introduce your products and services to advisors from every major US market.

Participating RIAs have an average of $450M in AUM and are coming specifically to perform due diligence on Mutual Funds, SMAs, ETFs, REITs, Alternatives, commodities, global funds, US funds, income products, bonds, and other investment products across all asset classes.

REGISTER NOW IN ONE EASY STEP 

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"The best way to market to the RIA community. The best approach yet!” - Wellesley Investment Advisors

Participating sponsors will have unlimited networking opportunities with some of the most successful wealth investment managers in the country and will meet, by appointment, with a select group of these advisors. Here, you can discuss your firm’s cutting-edge solutions with the prospects of your choice.

Join us for both two or more of our 2015 Wealth Investment Exchanges and attend two events at the discounted price of $17,000 for one representative. Act now as space is limited!

HOW IT WORKS FOR SPONSORS

Individual Exchange Pricing:

  • $11,500 for two representatives including 3 nights' accommodations, all meals/receptions, ground transfers and table top appointment space
  • $9500 for one representative including 3 nights' accommodations at the Eau Palm Beach Resort, all meals/receptions, ground transfers and table top appointment space
  • 16 pre–qualified meetings with $150MM + wealth managers guaranteed
  • Unlimited networking opportunities
  • $400 per additional meeting (up to 24)
  • $5000 per additional representative. This includes accommodations, meals, receptions and ground transfers.
  • Directory of all participants
  • Access to all speakers and breakout events

 

To qualify for participation at these exclusive events advisor attendees must currently manage $150M or more in client assets and all sponsors will be thoroughly vetted to ensure a truly beneficial and reciprocal environment for all guests.

Think of it. Billions of dollars in investable assets waiting to meet you by appointment in a luxurious but highly focused business environment.

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For more information contact:
Company name A-L: Stefano Ghigliazza at 203-202-2576 or sghigliazza@exchangeevents.com
Company name M-Z: Tim Manko at 203-202-2576 or tmanko@exchangeevents.com